Z.ai built a gigawatt of AI compute with no Nvidia inside
Bloomberg says Z.ai switched on a ~1GW data center running only Chinese chips to train GLM. What it means for export controls, open models, and Nvidia's China thesis.
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#Export Controls
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TECHi reporting and analysis covering Export Controls. 2 articles, newest first.
Washington Thinks China Has ASML's Best Machine. ASML Says It's Impossible.
US officials suspect a top ASML EUV machine reached China; ASML denies it. What the export-control overhang means for ASML stock and the semicap rally.